See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,290 | $73,867+121.1% | $143,757+13.6% | $68,494+138.4% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -16.49% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,580 | $3,184+12.4% | $4,951-27.7% | $2,596+37.9% |
| Participant deferral / active EE | $7,136 | $3,384+110.8% | $5,637+26.6% | $4,027+77.2% |
| Admin fee / account holder | $3,555 | $5,755-38.2% | $14,673-75.8% | $5,403-34.2% |